While recent cracks in consumer spending bear monitoring, consumers (and the fixed income sectors they help propel) are still well positioned.

A modest allocation to a bond fund that invests across many sectors and isn’t tied to traditional bonds may help reduce risk and boost return potential.

Highlights from the week of August 30 – September 5, 2024.

Bond investing isn’t baseball—a swing and miss can lose money. It’s the difference between consistently good, not occasionally great, performance.

Whatever the exact cause of recent volatility, the more significant point is that it was an opportunity to add credit risk amid a positive outlook.

From 2022-2023, would-be issuers of high yield bonds held off, waiting for conditions to improve. That time may have come.

The wealth effect will continue to support consumer spending, even as slowing wage gains and high prices weigh on low-income consumers.

The race for superintelligence has triggered a spending boom on graphics chips, data centers, power supply and talent. Our panel discusses what it means for investors.

As we approach the halfway point of the year, all eyes remain on Federal Reserve policy and the pace of inflation’s downward trend.

Fed Chair Powell puts stagflation in context: GDP is bubbling along and inflation is on a yearlong cooling path, giving bond investors reason for optimism.